Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and audit-ready records. Backed by Battery.
About the role
As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand each client’s needs and deliver tailored solutions that drive real business outcomes. You’ll partner closely with Product, Customer Success, Marketing, and executive teams to ensure success for Jump’s most important customers and prospects.
What they're looking for
- 5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota
- Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers
- Deep experience with consultative, solution-based selling and multi-stakeholder deal management
- Strong understanding of financial services workflows, buying processes, and compliance requirements
- Excellent communication, negotiation, and presentation skills, both verbal and written
- Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders
More about this role
Team: Sales
Role type: Full-time
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed.
World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.
Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.
As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to...
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